M&T Bank

M&T Bank Portfolio holdings

AUM $31.1B
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.6B
AUM Growth
+$547M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,149
New
Increased
Reduced
Closed

Top Buys

1
+$409M
2
+$267M
3
+$184M
4
VFH icon
Vanguard Financials ETF
VFH
+$115M
5
VHT icon
Vanguard Health Care ETF
VHT
+$85.4M

Top Sells

1
+$150M
2
+$28.1M
3
+$27.5M
4
DVY icon
iShares Select Dividend ETF
DVY
+$24.6M
5
XOM icon
Exxon Mobil
XOM
+$19.1M

Sector Composition

1 Healthcare 10.68%
2 Financials 8.09%
3 Energy 7.28%
4 Technology 7.26%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-3,814
2027
– –
-5,489
2028
– –
-3,878
2029
– –
-7,864
2030
– –
-10,990
2031
– –
-7,234
2032
– –
-11,135
2033
– –
-5,703
2034
– –
-5,066
2035
– –
-3,986
2036
– –
-5,155
2037
– –
-11,990
2038
– –
-56,045
2039
– –
-5,039
2040
– –
-5,739
2041
– –
-8,713
2042
– –
-10,826
2043
– –
-4,674
2044
– –
-11,625
2045
– –
-10,207
2046
– –
-2,855
2047
– –
-7,648
2048
– –
-10,572
2049
– –
-6,340
2050
– –
-10,770
79 80 81
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